Hello my dears,

I have noticed in the last few comments that you are interested in Japanese players from the growth sectors. With Kawasaki $7012 (-1,39%) I have already heard from some people that they are very sad about not having bought after my presentation.

But many of you are also annoyed by all the fantasies about how AI could make everything disappear. And the resulting exaggerated sales.

That's why there's an exciting company for you today. One that is giving a lot of thought:

"How can we use AI to improve the everyday lives of us humans. Without the AI causing any harm in the process"

It is definitely worth taking a look at the entire presentation by clicking on the link. 251203_01.pdf

Again, I look forward to many comments and hope for a great discussion.

In terms of the chart, the share is at an exciting level. But probably not yet a time to buy.

What do you think?

Have fun reading!

$6701 (+1,63%)

Many of you will certainly associate NEC with computer hardware and POS systems. And that's why I'm sure you'll be all the more amazed at what NEC has to offer. And why I am introducing the company to you. I hope you enjoy it as much as I do.

The NEC Corporation specializes in the manufacture and marketing of computer and telecommunications equipment. Net sales are distributed among the individual activities as follows:

- IT services (53.9%): Integration, maintenance, outsourcing, support services, etc.;

- Sales of IT infrastructure products and network systems (17%). In addition, the Group offers network services;

- Sale of software for digital government and financial services (14.9%);

- Other (12.7%): Sales of hardware, cell phones, lighting products, energy management and storage systems, etc.

The geographical breakdown of net sales is as follows: Japan (75%), Asia/Pacific (11.2%), Europe/Middle East/Africa (9.8%) and the Americas (4%).

The NEC Corporation was founded in 1899. Today, the NEC Group's approximately 110,000 employees use world-leading AI, security and communication technologies to meet the most pressing needs of customers and society.

NEC currently generates around 14-15% of its sales in the Aerospace & Defense sector.

This is a remarkably high proportion for an IT-heavy company like NEC - and explains why NEC is considered a strategic player in space and security technology in Japan.

NEC Space Systems

NEC's space-related business began in 1956 when it supplied a rocket telemetry transceiver system to the Production Engineering Laboratory of the University of Tokyo. NEC subsequently led the development of Japan's first satellite, Ohsumi, which was launched in 1970. Since then, NEC has been involved in the development of some 80 satellites, including communications, broadcasting, earth observation, astronomical observation, engineering test and interplanetary exploration satellites.

The Internet connects the world

[99% of global communications]

Over 99% of intercontinental communication relies on undersea cables.

submarine cables. The NEC has been developing digital infrastructure for over half a century

Intelligent agricultural management

CropScope innovates agricultural operations with digital farming using AI and data analytics

. Optimizes all players in the food and agriculture value chain

November 19, 2025

NEC präsentiert auf der COP30 das Dekarbonisierungspotenzial seiner landwirtschaftlichen Lösung CropScope

FinTech

There areFacial payments with NEC's world-leading facial recognition, NEC Financial Insights and Supply Chain Finance, NEC's Cyber Intelligence & Operation Center that protects always-on financial services, and Avaloq's co-developed front-to-back banking solutions with partners.

NEC is a pioneer and advocate of digital government

(my dears perhaps a good partner to drive digitalization in Germany)

NEC has decades of experience in enabling the digital transformation of government services and has continuously expanded its service portfolio in this sector over the years. Digital government is a key priority for the company, as NEC's vision for a digitized world aligns with its corporate philosophy of "Orchestrating a Brighter World". Through its many business divisions, NEC is able to enable the complete digital transformation of government services in areas such as national citizen identification, public safety solutions, e-health and intelligent transportation. At the heart of these shortening services is NEC's key expertise in technologies such as biometrics, AI, 5G and cloud computing, which are constantly providing governments with new and more efficient ways to deliver services to their citizens.

The presence of

NEC's presence in Digital Government has grown significantly in recent years and has become an increasingly global organization, as the company additionally acquired Denmark-based Northgate Software Solutions (now known as NEC Software Solutions UK) in 2018 and Denmark-based KMD in 2019 to provide a more comprehensive suite of IT solutions to its government partners. These acquisitions, combined with NEC's internal R&D initiatives, have created a strong foundation to create new digital government solutions that enable fair and efficient access to government services for all in an efficient, transparent and secure way. As a leader in the digital government industry, NEC is committed to leveraging its core technological expertise to create a safer and smarter society.

My dears, such projects naturally mean recurring revenue.

So that the post doesn't get too long, I'll add the link here for more products and solutions.

• Industries
• Luft- und Raumfahrt
• Landwirtschaft
• Luftfahrt

Revolutionizing air travel in India: NEC's digital ID solution

Airport Authority of India (AAI): Fallstudie | NEC

• Finanzen
• Regierung
• Gesundheitswesen
• Logistik
• Herstellung
• Einzelhandel
• Telekommunikation

• Verkehr

New real-time information system for public transport in Canterbury

Umwelt Canterbury: Smart Transportation | NEC

• Intelligent transportation systems

• Solutions & Services
• KI (Künstliche Intelligenz)
• Biometrische Authentifizierung
• Cloud
• Katastrophenvorsorge
• Anzeige- und Digitalbeschilderung
• DX-Designberatungsdienst
• Netzwerklösungen
• Sicherheit
• Sichere Berechnung
• Smart CitySmart

City solutionProvince of Córdoba

Provinz Córdoba: Fallstudien | NEC

• Products
• Computer
• Eingebettete Systeme
• Netzwerkprodukte
• Software

NEC Cybersecurity at the forefront: high hopes for new center "Protecting . JP"

December 16, 2025

NEC Cybersicherheit an der Spitze: Große Hoffnungen für neues Zentrum "Protecting . JP": NEC-Geschichten | NEC

NEC's technological strengths

What is needed: Comprehensive capabilities to utilize AI, security and platforms in society

AI

• Leading industrial transformation through AI, including advanced technologies such as our self-developed core AI technology "NEC cotomi"

Security

• Leading industrial transformation through AI, including advanced technologies such as our self-developed core AI technology "NEC cotomi"

Platform technologies

• Solving social problems by implementing intelligent platforms that process diverse applications, including AI, efficiently and quickly, as well as secure networks that increase reliability

High technological competitiveness on a global scale

Advanced technologies are the driving force behind NEC's competitiveness - now and in the years to come

What is NEC BluStellar?

BluStellar is NEC's internal and external innovation frameworkwith which the company can advanced technologies (AI, security, platform technologies) systematically:

• developed,
• tests within its own group ("Client Zero")
• standardized,
• transferred into marketable products,
• and rolled out to customers.

So it is not a single technologybut a strategic systemthat bundles and accelerates NEC's technological strengths.

What does BluStellar actually include?

BluStellar is an umbrella term for NEC's state-of-the-art technologies:

AI:

• NEC cotomi (LLM), AI agents, medical agentic AI

Security:

• CyIOC (Cyber Intelligence & Operation Center), AI-supported threat analysis

Platform Technologies:

Optical communication, subsea cables, quantum security, optical computing

251203_01.pdf

IR

Mitteilung zum Rückkauf von StammaktienNEU

February 9, 2026

NEC Corporation

1. reason for the buyback

As part of its capital allocation policy, NEC will prioritize aggressive investment in growth areas and return profits to shareholders through capital gains from increased enterprise value and stable dividends.

With this in mind, NEC has decided to repurchase its own shares after fully considering factors such as the improvement in NEC's financial position and the current price of ordinary shares with regard to earnings prospects.

Financial results for the third quarter of the fiscal year ending March 31, 2026

260129_01.pdf

The domestic IT and ANS (aerospace/defense) sector continued its strong performance.

Profit increased due to the strong performance in the aerospace/defense sector and the elimination of one-off expenses from the previous year in the submarine systems sector

・Telecommunication Services recorded expenses in the third quarter to improve future profit structure

JPY in millions2JPY

Estimates

Year Sales Change

2025 3.423.400 -1,55 %

2026 3.554.811 3,84 %

2027 3.761.028 5,8 %

2028 3.953.116 5,11 %

Year EBIT Change

2025 256.500 34,43 %

2026 348.786 35,98 %

2027 416.262 19,35 %

2028 466.228 12 %

Year Net result Change

2024 149.521 30,59 %

2025 175.183 17,16 %

2026 249.076 42,18 %

2027 291.448 17,01 %

2028 331.370 13,7 %

Year Net debt CAPEX

2024 56.425 96.499

2025 81.744 150.625

2026 -164.020 114.626

2027 -283.983 187.751

2028 -460.879 115.735

Year Free cash flow Change

2024 174.729 70,41 %

2025 213.244 22,04 %

2026 141.205 -33,78 %

2027 313.998 122,37 %

2028 330.640 5,3 %

Year EBIT margin ROE

2024 5,41 % 8,4 %

2025 7,49 % 9,1 %

2026 9,81 % 12,24 %

2027 11,07 % 12,87 %

2028 11,79 % 13,12 %

Year Dividend Yield

2025 28 0,89 %

2026 32,75 0,8 %

2027 39,72 0,97 %

2028 44,54 1,09 %

Year P/E ratio PEG

2025 23.9x 1.4x

2026 22x 0.5x

2027 18.8x 1.1x

2028 16.5x 1.2x

Market value 5,473,392

Number of shares (in thousands) 1,335,299

Date of publication 28.04.2025

Maybe something for you too @Max095

Of course, I'm looking forward to your assessment again.

@PikaPika0105
@Klein-Anleger
@Get_Rich_or_Die_Tryin

What do you think of the chart @Multibagger
@TomTurboInvest

$6701 (+1,63%)

Last Sunday, the Japanese Prime Minister achieved the best election result ever for her party. Her party received almost 70% (!!!) of the vote, which, with the exception of constitutional amendments, gives her the power to "rule through". If you were to translate the election result (just for fun) into the German party system, the CDU, FDP and AfD would have received around 90% of the vote and all left-wing parties together around 10% 😂

The Japanese benchmark index Nikkei 225 then reached a new all-time high. It is assumed that the defense and tech industries will be strengthened under her government. It wants to create more national champions and at the same time prioritizes national sovereignty. However, tensions with China's communist dictatorship could increase as, unlike her predecessors, she clearly articulates Japan's interests to the Chinese, which they visibly dislike.

What her economic agenda will look like will probably become clear in the coming weeks to months, but I am convinced that the stock markets will benefit significantly. It will probably be a mixture of tax cuts and targeted industrial policy with a focus on high technology.

All in all, I think Japan has made the right decision to combine technology leadership, national sovereignty and security interests. They now have a strong and stable government for the next few years, from which I think we can expect a lot (also for our portfolio) :)

$7012 (-1,39%)
$5801 (-2,54%)
$8035 (-2,3%)
$5344 (+1,71%)
$9984 (+4,49%)
$4063 (+0,31%)
$6324 (+6,7%)
$6702 (-1,27%)
$6701 (+1,63%)
$8306 (-3,58%)

$7012 (-1,39%)

I remain invested.

Kawasaki Heavy Industries presented progress in the development of a prototype cruise missile at a technology symposium in Japan, which has already been dubbed the "Japanese Tomahawk" by the press.

The project, which was published on the website of the Acquisition, Technology and Logistics Agency (ATLA), aims to test critical technologies for a future national long-range weapon.

The goal is to develop a versatile platform that can employ different types of warheads against sea and ground targets while integrating electronic warfare systems, countermeasures, reconnaissance and special configurations for attacks on fortified structures such as bunkers and command centers. The idea is that the missile serves as the technological basis for a weapon system that can fulfill multiple roles on the modern battlefield.

The system is powered by the KJ-301 turbojet engine, which Kawasaki unveiled at the end of 2024 and which enables a high subsonic speed and an estimated range of 1,500 to 2,500 km - twice as much as the 12SSM-ER currently in service.

Another highlight is the development of integrated software for anti-aircraft missile defense maneuvers, designed to increase the weapon's survivability against short-range maritime defense systems such as Phalanx and AK-630.

Although the prototype is not intended for direct deployment to the Japan Self-Defense Forces, it will serve as a technology demonstrator for a new national cruise missile, the development of which began in late 2024 and is expected to be completed between 2030 and 2033.

Although the prototype is not intended for direct deployment to the Japan Self-Defense Forces, it will serve as a technology demonstrator for a new national cruise missile, the development of which began in late 2024 and is expected to be completed between 2030 and 2033.

Kawasaki enthüllt eine japanische Rakete mit einer Reichweite von bis zu 2.500 km als Alternative zum Tomahawk

$7012 (-1,39%)

Coming soon to the stable you trust: "Corleo" doesn't eat oats, drinks hydrogen instead of water, has a steel mane and only neighs at the touch of a button.

From Richard Friebe

Status: 18.01.2026, 09:45 a.m.

A few months ago, it sounded very different: Kawasaki Heavy Industries presented a concept at the World Expo in Osaka. It made the rounds in the geek community: a four-legged roboton which you could ride moved agilely in very mountainous terrain.

At least that's what it looked like auf dem Video it looked like. But it was a cartoon. Then there was the announcement that something like this could perhaps be produced in 25 years' time. Or not, as is often the case with futuristic studies.

But the Entwicklung von Technologie is progressing very quickly these days.

The company, which is better known for two-wheelers than four-legged friends, now says it wants to have an armada of prototypes ready by 2030. At the next World Expo in Riyadh, Saudi Arabia, visitors could then use them to get from A to B in the same way as the modern scooters made it possible in Hanover in 2000 - without an app and without a battery back then.

A matter for the boss

Series production will then be based on them. It is expected that "Corleo", as the tech horse is called, will actually be available in the horse trade, or wherever such a thing belongs, in 2035.

According to the manufacturer, or potential manufacturer, Corleo will be powered by a fuel cell supplied with energy. The level indicator is where you would pat a normal Pferd tapped encouragingly on the neck. If it is too low, the cowboy, or whoever else is sitting in the saddle, has to look for a nearby hydrogen hole as quickly as possible. The horseshoes should be made of rubber, and the control should work intuitively via the rider's body movements.

Of course, according to the company's PR, all this is also for a good cause, so to speak. After all, such a vehicle - or companion, or even horse - could also enable people with restricted mobility to move around. herausforderndem Terrain make movement possible.

In any case, Kawasaki has now set up its own internal department for Corleo and perhaps other additional members of the herd. The "Safe Adventure Business Development Team" reports directly to the company president, which sounds like a high priority. high priority sounds like a high priority.

Kawasaki has not yet announced how many horsepower the horse will have. And what it lacks so far is a real head. It could easily accommodate a minibar - or a screen on which you could watch nature documentaries when the trip gets too boring.

$7012 (-1,39%)

My dears,

The share is giving me a lot of pleasure right now.

Kawasaki Heavy Industries and Japan Suiso Energy, Ltd (JSE) have signed a contract to build the world's largest liquefied hydrogen carrier with a capacity of about 40,000 cubic meters to support the development of a commercial-scale international hydrogen supply chain.

The ship will be built at Kawasaki's Sakaide Works in Kagawa Prefecture as part of the New Energy and Industrial Technology Development Organization's Green Innovation Fund project.

The project aims to demonstrate the loading and unloading of liquefied hydrogen from ship to shore and conduct ocean trials by the end of fiscal year 2030.

This new carrier follows Kawasaki's earlier construction of the 1,250 cubic meter Suiso Frontier, the world's first liquefied hydrogen carrier, and its involvement in the successful first pilot demonstration of hydrogen loading, transportation and offloading between Japan and Australia.

Designed to respond to anticipated global hydrogen demand in the 2030s, the vessel will feature high-performance insulation to limit abboil gas, an electric propulsion system with a dual-fuel hydrogen/oil generator, and cargo handling systems to enable the transportation of liquefied hydrogen between shore and ship.

The project will be implemented in parallel with the Kawasaki LH2 terminal currently under construction in Ogishima and will be developed as an important base for the commercialization of the liquefied hydrogen supply chain.

The 'Hy Touch Kobe' terminal is being built in Japan for the HySTRA research consortium and can process hydrogen cooled to -253°C for import from Australia.

Together, these facilities will form the basis of a commercial hydrogen export and import infrastructure.

Kawasaki and JSE said the new supplier will help ensure a stable supply of large volumes of hydrogen and support the decarbonization of power generation, mobility and industry.

The partners plan to work with various companies to advance a hydrogen-based society and contribute to long-term carbon neutrality goals.

Kawasaki und Partner unterzeichnen den Vertrag zum Bau des weltweit größten verflüssigten Wasserstoffträgers | Wasserstoff | Gasworld

A lot has already been written about this value in detail by others. 🇯🇵

$7012 (-1,39%)

$7012 (-1,39%)
@PikaPika0105
@EpsEra

Donald Trump wants to open up Venezuela's huge oil sector to US companies. The world's largest reserves and billions of dollars are at stake. Dear ones, who could benefit most from this?

I am already invested in a profiteer that perhaps very few of you have on your radar.

Kawasaki Heavy Industries (KHI) is a leading supplier of equipment for the oil and gas industry, including gas turbines, centrifugal compressors, storage facilities and fuel production equipment. The company offers solutions from production to refining, with a focus on efficiency and technology.

Dear Getquinners,

I would be interested in your opinion again.

I would like to expand my portfolio with a few shares in the long term.

Long-term investment is my goal with good growth (target at least 10-12% annually), dividends are nice but not a must, may also have some risk (of course the position size will be adjusted accordingly).

Which positions would you punch (Austrian for sell🤣) from the existing ones in the portfolio or just add to them?

Stocks that I find interesting as additions:

-Netflix $NFLX (+0,45%)

-Broadcom $AVGO (+0,73%)

-Waste Management $WM (+0,07%)

-Zoetis $ZTS (+0,52%)

-Kawasaki Heavy $7012 (-1,39%)

-Intuitive $ISRG (+0,54%)

-Chipotle $CMG (+0,16%)

-Amgen $AMGN (-0,04%)

-Crowdstrike Hldg $CRWD (+0,7%)

-Vistra Corp $VST (+0,76%)

-Constellation PA $CEG (+0,92%)

-Amphenol $APH (+0,91%)

-Nestle $NESN (+0,48%)

-Monster Beverage $MNST (+0,97%) (I love Monster)

-AMD $AMD (+0,79%)

-Palo Alto Networks $PANW (+1,69%)

-Contemporary Amperex $3750 (+1,06%)

-Albermale $ALB (+1,04%)

-Synopsys $SNPS (+0,04%)

-Taiwan Semiconductor $TSM (+1,22%)

-Datadog $DDOG (+0,79%)

-Itochu $8001 (-4,6%)

-Eaton $ETN (+0,55%)

-Procter&Gamble $PG (+0,48%)

-Pepsico $PEP (+0,08%)

-Coca Cola $KO (+0,2%)

-Hims&Hers $HIMS (+0,6%)

-Kraken Robotics $PNG (+1,87%)

etc.

There are so many interesting titles that you can easily be overwhelmed.^^

At the moment mainly the $VWRL (+0,36%) and $BTC (-0,29%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).

I look forward to your opinion.

Sold it a little too early on Friday, but not dramatically. Would like to bring some balance to the portfolio. Rocket Lab $RKLB (+0,88%) is still by far my largest position and I still believe in it, but the company is already worth about 75 times its turnover. That's why I'm trying to gradually pour some money into new positions that also have high potential with comparatively lower risk. On Monday, I will invest part of the profit in Maruwa $5344 (+1,71%) on Monday. Maruwa is a highly profitable manufacturer of high-performance ceramics from Japan. They control almost the entire market and benefit not only from AI, but also from trends such as photonics, automation, electrification, etc. Wherever heat is generated, Maruwa comes into play. It will not be possible to eliminate this law of physics through innovation. A true hidden champion.

I will probably also increase my positions in Kawasaki Heavy Industries. $7012 (-1,39%) as well. Apart from that, I just treated myself to a bit of cash for Christmas, because being wealthy only on paper is kind of boring. Merry Christmas to you all 🎄

Good morning my dears,

Following the interest rate hike in Japan, I carried out a rebalancing this morning.

Over the last few days I have made a profit on $MTX (-0,75%) MTU for the last few days. With MTU and in the sector I continue to see potential. However, since over the course of the year in the sector "aerospace sector" sector, I have decided to sell MTU.

In addition, my new company is also in the "Aerospace" sector sector.

Over the last few weeks, I have been asking myself which sectors will grow in 2026.

I see several sectors here, which is why, based on my research, I decided on a company that is directly represented in several growth sectors.

Here a big thank you goes to @EpsEra and @PikaPika0105 who supported me with their expertise during my research. And so in the end I decided to

$7012 (-1,39%) Kawasaki into my portfolio.

You can find my analysis of Kawasaki under the link

https://getqu.in/IgykjE/

In terms of the chart, the share is currently at the 200-day line, so I think this is a good time to buy.

What do you think of the rebalancing?

https://youtube.com/shorts/TFTRUc9UDL8?si=P5BlBHQ8aUrHIapG